Financial Select Sector SPDR shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.5M | 176k | 48.33 |
| 2024-09-30 | $6.5M | 144k | 45.32 |
| 2024-06-30 | $4.6M | 111k | 41.11 |
| 2024-03-31 | $4.2M | 99k | 42.12 |
| 2023-12-31 | $2.0M | 54k | 37.60 |
| 2023-09-30 | $2.0M | 61k | 33.17 |
| 2023-06-30 | $1.1M | 32k | 33.71 |
| 2023-03-31 | $1.2M | 37k | 32.15 |
| 2022-12-31 | $1.2M | 36k | 34.20 |
| 2022-09-30 | $1.3M | 44k | 30.36 |
| 2022-06-30 | $3.7M | 117k | 31.45 |
| 2022-03-31 | $6.3M | 163k | 38.32 |
| 2021-12-31 | $6.4M | 164k | 39.05 |
| 2021-09-30 | $6.7M | 165k | 40.60 |
| 2021-03-31 | $4.7M | 137k | 34.01 |
| 2020-12-31 | $3.9M | 132k | 29.48 |
| 2020-09-30 | $3.1M | 128k | 24.07 |
| 2020-06-30 | $3.0M | 128k | 23.14 |
| 2020-03-31 | $1.1M | 51k | 20.83 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective